Baltimore Washington Financial Advisors Inc. Takes Position in 3M
| GEQIX Fund | USD 16.93 0.04 0.24% |
Slightly above 54% of Equity Income's investor base is interested to short. The analysis of overall sentiment of trading Equity Income Portfolio mutual fund suggests that many investors are impartial at this time. Equity Income's investing sentiment can be driven by a variety of factors including economic data, Equity Income's earnings reports, geopolitical events, and overall market trends.
Equity |
Baltimore Washington Financial Advisors Inc. purchased a new position in shares of 3M during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,802 shares of the conglomerates stock, valued at approximately 246,000. Other hedge funds and other institutional investors
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Equity Income Fundamental Analysis
We analyze Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Equity Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Equity Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Annual Yield
Annual Yield Comparative Analysis
Equity Income is currently under evaluation in annual yield among similar funds. Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Equity Income Portfolio Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Equity Income mutual fund to make a market-neutral strategy. Peer analysis of Equity Income could also be used in its relative valuation, which is a method of valuing Equity Income by comparing valuation metrics with similar companies.
Peers
Equity Income Related Equities
| PAGLX | T Rowe | 0.56 | ||||
| FSBCX | Federated Global | 0.50 | ||||
| MGKAX | Morgan Stanley | 0.29 | ||||
| WRLDX | Scharf Global | 0.24 | ||||
| MFIRX | Ms Global | 0.19 | ||||
| CABIX | Ab Global | 0.06 |
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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